SJIM
St. Johns Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,895
| Closed | -$318K | – | 191 |
|
|
2017
Q3 | $318K | Hold |
5,895
| – | – | 0.23% | 76 |
|
|
2017
Q2 | $318K | Hold |
5,895
| – | – | 0.24% | 77 |
|
|
2017
Q1 | $316K | Buy |
5,895
+995
| +20% | +$53.3K | 0.25% | 75 |
|
|
2016
Q4 | $261K | Buy |
+4,900
| New | +$261K | 0.22% | 75 |
|